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Livermore
Livermore
ZHEN

Surgery Partners, Inc.

SGRY
Exchange
Nasdaq
Industry
Services-General Medical & Surgical Hospitals, NEC
SEC CIK
0001638833

In the last 90 days, Surgery Partners, Inc. insiders filed 1 open-market purchase and 0 sales; 187 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; Oaktree Capital is the only superinvestor holding it.

Holders of 5% or more of SGRY

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Surgery Partners, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of SGRY
HolderLatest formStakeChangeFirst filedLatest filingFiling
BCPE Seminole Holdings LP13D/A23.45%30.1M shares−0.15 ppfrom 23.60%Jan 28, 20252 filingsJun 17, 2025SEC
Janus Henderson Group PLC13G/A10.20%13.0M shares+0.10 ppfrom 10.10%Jan 30, 20254 filingsNov 14, 2025SEC
Pentwater Capital Management LP13G/A9.70%12.7M shares+2.00 ppfrom 7.70%Aug 14, 20254 filingsMay 15, 2026SEC
King Street Capital Management, L.P.13G7.20%9.34M sharesNewNov 14, 20251 filingNov 14, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

20 Schedule 13D and 13G filings on Surgery Partners, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on SGRY
Filed (ET)FilerFormStakeChangeEvent dateFiling
May 15, 20264:34 PM ETPentwater Capital Management LPand 1 other13G/A9.70%12.7M shares+2.00 ppfrom 7.70%Mar 31, 2026SEC
May 6, 202611:40 AM ETFMR LLCand 1 other13G/A1.70%2.19M shares−3.40 ppfrom 5.10%Below 5%Mar 31, 2026SEC
Mar 27, 20261:20 PM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Feb 17, 20265:17 PM ETPentwater Capital Management LPand 1 other13G/A7.70%10.0M shares−1.40 ppfrom 9.10%Dec 31, 2025SEC
Feb 5, 20261:40 PM ETFMR LLCand 1 other13G/A5.10%6.54M shares−2.80 ppfrom 7.90%Dec 31, 2025SEC
Nov 14, 20254:22 PM ETPentwater Capital Management LPand 1 other13G/A9.10%11.7M shares+3.60 ppfrom 5.50%Sep 30, 2025SEC
Nov 14, 202512:02 PM ETJanus Henderson Group PLCand 1 other13G/A10.20%13.0M shares+0.10 ppfrom 10.10%Sep 30, 2025SEC
Nov 14, 202511:52 AM ETKing Street Capital Management, L.P.and 2 others13G7.20%9.34M sharesNewOct 30, 2025SEC
Aug 14, 20254:07 PM ETPentwater Capital Management LPand 1 other13G5.50%7.00M sharesNewJun 30, 2025SEC
Aug 12, 202510:34 AM ETWellington Management Group LLPand 2 others13G/A0.00%217 shares−5.60 ppfrom 5.60%Below 5%Jun 30, 2025SEC
Jul 7, 202512:21 PM ETJanus Henderson Group PLCand 1 other13G/A10.10%13.0M shares+1.00 ppfrom 9.10%Jun 30, 2025SEC
Jun 17, 20258:34 AM ETBCPE Seminole Holdings LPand 3 others13D/A23.45%30.1M shares−0.15 ppfrom 23.60%Jun 16, 2025SEC
May 14, 202512:24 PM ETJanus Henderson Group PLCand 1 other13G/A9.10%11.6M shares−0.50 ppfrom 9.60%Mar 31, 2025SEC
May 12, 202510:44 AM ETWellington Management Group LLPand 3 others13G5.60%7.09M shares+0.90 ppfrom 4.70%Mar 31, 2025SEC
May 12, 202510:43 AM ETFMR LLCand 1 other13G/A7.90%10.0M shares−4.80 ppfrom 12.70%Mar 31, 2025SEC
Apr 29, 20257:14 AM ETBlackRock, Inc.13G/A4.40%5.68M shares–Below 5%Mar 31, 2025SEC
Feb 12, 20259:22 AM ETFMR LLCand 1 other13G/A12.70%16.1M shares–Dec 31, 2024SEC
Feb 10, 202510:25 AM ETWellington Management Group LLPand 2 others13G/A4.70%5.93M shares–Below 5%Dec 31, 2024SEC
Jan 30, 20252:24 PM ETJanus Henderson Group PLC13G9.60%12.1M sharesNewJan 29, 2025SEC
Jan 28, 20258:49 AM ETBCPE Seminole Holdings LPand 3 others13D/A23.60%30.1M shares–Jan 27, 2025SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Surgery Partners, Inc. shares.

No Form 144 notices for Surgery Partners, Inc. are on file.